We are looking for a Financial Planning Administrator to join our clients' team based near Burgess Hill. We are looking for an individual who has previous experience working for a wealth management firm or within mortgages. Your main duties will include working alongside financial advisers and mortgage advisers to provide administrative support and grow and maintain relationships with their clients. Our client provides plenty of career support, so if progression is something that is important to you, then this could be the perfect opportunity. This position will be a part-time role, ideally 3 days each week, based in their office. Financial Planning Administrator Responsibilities: To produce client portfolio valuations from various investment providers To produce all quotations, application forms and fund fact sheets for the Advisor prior to client meetings To process all new business applications by submitting them to providers (either online or in post), updating client database, maintaining daybook records To produce Letters of Authority for new clients to service policies To produce any Letters/Forms required for switches, encashments, etc. Ensure compliance requirements are met on all new business cases Weekly chasing of all new business cases Weekly chasing of all existing business enquiries Experience & Qualifications Ideally, someone who has had exposure to the financial services sector, ideally Investments, but we will consider all areas of finance as we know most areas are transferable in skills. IT literate Numerate and literate with some knowledge of various administrative processes, ideally Investments or financial. Proven ability to demonstrate precise attention to detail. Experienced in managing and prioritising own workload. Experience with MS Office Inc. Excel, Word, Outlook and Teams. Excellent interpersonal skills. Excellent organisational and planning skills with the ability to multi-task.